Ringotel integration for Recruit CRM offers the following features:
Allows you to create Contacts in Recruit CRM from Ringotel and edit the Contacts created this way.
Identifies Contacts on incoming and outgoing calls.
Automatically creates Call entities for incoming and outgoing calls associated with existing Recruit CRM Contacts.
Syncs call comment with the call note record in CRM. If AI recap is enabled, the recap of the call is brought from Ringotel to Recruit CRM in the call note.
Provides links to open Call and Contact entities from the Ringotel app.
Imports contacts from CRM into the Contact lists of Ringotel users.
Get the API key from Recruit CRM
Note:
Recruit CRM trial accounts do not have access to Recruit CRM API and can't use the integration. Your Recruit CRM account must have access to the API for the integration to work.
Log in to Recruit CRM as an administrator and navigate to Admin Settings > API
Make sure the API token is enabled, create it and save it.
This should take care of the integration setup on Recruit side.
Setting up the integration in Ringotel Shell Portal
Sign into your Ringotel admin portal at https://shell.ringotel.co and navigate to an organization → Integrations tab → click Enable Integration on the Recruit CRM card.
Specify the API key you saved and click Save & Continue
If the integration settings were specified correctly, and permissions have been granted you should now be redirected to the next step where you need to link your Ringotel users with their Recruit CRM accounts.
Click Save changes when you are done. Now the integration should be configured for the linked users.